|
51
|
Round Table Investment Management
Charlotte,
North Carolina
|
$357K
|
+$374K
|
+8,000
|
New
|
|
|
52
|
Webster Bank
Waterbury,
Connecticut
|
$338K
|
-$91.2K
|
-1,948
|
-20%
|
|
|
53
|
Alpha Cubed Investments
Irvine,
California
|
$317K
|
–
|
–
|
–
|
|
|
54
|
Lattice Strategies
Wayne,
Pennsylvania
|
$312K
|
-$461K
|
-9,845
|
-58%
|
|
|
55
|
Risk Paradigm Group
Austin,
Texas
|
$283K
|
+$142K
|
+3,039
|
+92%
|
|
|
56
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
-$2.34K
|
-50
|
-1%
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$86K
|
-$3.46K
|
-74
|
-4%
|
|
|
58
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$39K
|
-$109K
|
-2,339
|
-73%
|
|
|
59
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$39K
|
-$39.3K
|
-839
|
-49%
|
|
|
60
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$38K
|
–
|
–
|
–
|
|
|
61
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$26.9K
|
+$28.2K
|
+602
|
New
|
|
|
62
|
MSI Financial Services
Springfield,
Massachusetts
|
$26K
|
+$26.9K
|
+574
|
New
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$20K
|
–
|
–
|
–
|
|
|
64
|
Credit Agricole
Montrouge Cedex,
France
|
$14K
|
–
|
–
|
–
|
|
|
65
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
66
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$11K
|
+$140
|
+3
|
+1%
|
|
|
67
|
First Horizon Advisors
Memphis,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
68
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8K
|
-$1.5K
|
-32
|
-15%
|
|
|
69
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
+$7.25K
|
+155
|
New
|
|
|
70
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.84K
|
+$6.13K
|
+131
|
New
|
|
|
71
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$5K
|
+$4.96K
|
+106
|
New
|
|
|
72
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
-$18.4K
|
-393
|
-85%
|
|
|
73
|
BNP Paribas Financial Markets
Paris,
France
|
$45
|
+$47
|
+1
|
New
|
|
|
74
|
|
–
|
-$31.1M
|
-663,896
|
Closed
|
|
|
75
|
Highland Capital Management (Texas)
Dallas,
Texas
|
–
|
-$3.94M
|
-90,000
|
Closed
|
|
